Davene Cognard, financial advisor Palm Springs CA
83 score

Davene Cognard

CRD Number: 5281201
Current Firm: U.s. Bancorp Investments, Inc.

Davene Cognard (CRD# 5281201) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Palm Springs, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Palm Springs, CA Jun 2015 - Current 1
J.p. Morgan Securities LLC Yucca Valley, CA Oct 2012 - Jun 2015 2
Wm Financial Services Palm Desert, CA Jan 2007 - Jun 2015 8
Chase Investment Services Corp. Palm Desert, CA May 2009 - Oct 2012 3
Western Coffee Pot Cafe Landers, CA Sep 2006 - Jan 2007 < 1
Kfc Yucca Valley, CA Sep 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Davene J. Cognard
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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